Kolton Knox, AIF®, RICP®

Financial Representative, Principal Securities Registered Representative, Investment Adviser Representative

Kolton has been in the financial services industry since 2010. His passion lies in creating financial awareness and providing a customer centric experience in helping individuals plan for retirement, and create customized financial plans based on their objectives and needs.

Kolton received his Bachelor of Business Administration with a concentration in Finance from the University of Sioux Falls. He has his FINRA Series 7 and 66 securities registrations, Life & Health insurance license, the Accredited Investment Fiduciary (AIF®) designation, and the Retirement Income Certified Professional (RICP®).

Kolton was born and raised in South Dakota but moved to Kansas City in 2015. Outside of work Kolton enjoys running outdoors, traveling, and spending time with his fiance, Anh, and her daughter Hana. He also works with People to People, an organization that promotes international relations between military leadership, while making friendships that last a lifetime.


AIF®  (Accredited Investment Fiduciary®) is an educational designation only, obtained by the holder by completing the requisite coursework. The AIF Designation does not mean the holder is acting in a fiduciary capacity. 2336614-082022

Phone (913) 553-6956
Fax (844) 677-3181
Mobile Phone (605) 222-7888